Intacct MAX for Salesforce seamlessly combines Intacct and Salesforce for complete lead to cash management. Intacct MAX for Salesforce helps you eliminate manual data re-entry, deploy a single, integrated lead to cash process and give each member of the sales and finance teams the information they need, where and when they need it to operate more effectively and productively.
Streamline an Automate Repetitive Financial Processes - With Intacct MAX for Salesforce, you can create a booked order in Intacct from a sales opportunity in Salesforce with a single click. Also automate other key repetitive financial processes like procurement, billing and revenue management.
Deliver Real-Time Visibility into Previously Siloed Information – Intacct MAX for Salesforce helps you increase visibility into your entire lead to cash process including areas like credit history, inventory levels, account balances, billing and payment status. Give your sales team access to financial data, right from Salesforce, that is typically only available in Intacct, allowing them to provide better serve to their customers.
See Time to Value Quickly – Intacct MAX for Salesforce eliminates manual data entry, increasing data consistency and allowing you to spend less time spent correcting incorrect invoices.